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CIK: 0002052989
Total reported value
$128.1M
$128.1M
29 檔
54.7%
At the close of Q1 2026, Journey Beyond Wealth, LLC disclosed equity holdings valued at approximately $128.1M, spread across 29 reported holdings.
In Q1 2026, Journey Beyond Wealth, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.91% | -0.02% | -0.03% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 13.56% | -1.10% | -13.49% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.36% | +0.10% | -15.45% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.70% | -0.05% | -8.07% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.60% | +0.05% | +0.62% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.27% | +0.35% | +2.82% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.32% | -0.09% | -3.04% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.04% | +0.05% | -1.10% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.74% | -0.40% | -7.94% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.04% | +0.44% | +9.42% | |
| 11 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 3.03% | +1.03% | +10.52% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.77% | -0.34% | -2.82% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.64% | +0.02% | -17.21% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.42% | -0.19% | -0.29% | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.40% | +0.09% | +70.87% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.91% | -0.07% | — | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 0.85% | -0.05% | -10.35% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 0.84% | +0.04% | +0.95% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.07% | -0.79% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.06% | -4.73% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.09% | -16.59% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | -0.34% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | — | -4.93% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | -12.12% | |
| 25 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.23% | +0.12% | -57.83% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.22% | — | -2.51% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.04% | -0.36% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.19% | -0.19% | EXIT | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.18% | +0.01% | -2.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRID | First Trst Nasd Cl Edg Sgiif | +1.2% | +70.87% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.8% | -0.03% | Trim |
| 3 | VTV | Vanguard Value ETF | +0.6% | +0.62% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -0.29% | Trim |
| 5 | QTEC | First Trust Nasdq 100 Tech I | +0.3% | +10.52% | Add |
| 6 | IGM | Ishares Expanded Tech Sector | +0.2% | +9.42% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -3.04% | Trim |
| 8 | DFIV | Dimensional International Va | +0.2% | -7.94% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | -8.07% | Trim |
| 10 | SCHO | Schwab Short-term US Treas | +0.1% | -2.82% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.10% | Trim |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | — | Unchanged |
| 13 | WMT | Walmart Inc | +0.1% | -0.34% | Trim |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | -0.79% | Trim |
| 15 | LMT | Lockheed Martin CORP | 0% | -16.59% | Trim |
| 16 | GLD | Spdr Gold Shares | 0% | -0.36% | Trim |
| 17 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 18 | VV | Vanguard Large-cap ETF | 0% | +0.95% | Add |
| 19 | DISV | Dimensional International Sm | 0% | -10.35% | Trim |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | -4.73% | Trim |
| 21 | IWR | Ishares Russell Mid-cap ETF | 0% | -4.93% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | 0% | -2.69% | Trim |
| 23 | AAPL | Apple Inc | — | -2.51% | Trim |
| 24 | VUG | Vanguard Growth ETF | 0% | +2.82% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -12.12% | Trim |
| 26 | IJR | Ishares Core S&p Small-cap E | -0.2% | -17.21% | Trim |
| 27 | CATH | Global X S&p 500 Ca Val ETF | -0.3% | -57.83% | Trim |
| 28 | VEU | Vanguard Ftse All-world Ex-u | -0.7% | -13.49% | Trim |
| 29 | VXF | Vanguard Extended Market ETF | -0.8% | -15.45% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 31 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Journey Beyond Wealth, LLC reported a total U.S. public equity portfolio value of $128.1M across 29 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, VXF) accounted for 54.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
BRK-B
前期市值: $2.8M
During Q1 2026, Journey Beyond Wealth, LLC's top holdings by market value included VOO (26.9%)、VEU (13.6%)、VXF (7.4%). The largest single position, VOO, represented 26.9% of total portfolio value.
In Q1 2026, Journey Beyond Wealth, LLC made 29 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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